NYSE$GOOS

Canada Goose Holdings Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Canada Goose Q2 FY2026: C$272.6M revenue (+1.8%), DTC comps +10% but operating loss C$17.6M on peak-season investment

Canada Goose Holdings Inc. reported Q2 fiscal 2026 results for the quarter ended September 28, 2025, with total revenue of C$272.6 million, up 1.8% year over year (down 0.8% constant currency). Direct-to-consumer revenue rose 21.8% to C$126.6 million on 10.2% comparable sales growth, while wholesale revenue declined 1.0% to C$135.9 million. Gross profit increased 3.7% to C$170.1 million with gross margin of 62.4% versus 61.3% prior year. The company reported an operating loss of C$17.6 million and net loss attributable to shareholders of C$15.2 million (C$0.16 per share), compared to net income of C$5.4 million a year ago, as SG&A rose to C$187.7 million on retail expansion, peak-season labor, and marketing. Adjusted net loss was C$13.3 million (C$0.14 per share). Net debt improved to C$707.1 million from C$826.4 million. The company renewed its NCIB for up to 4.6M shares.

  • Revenue C$272.6M (+1.8% reported, -0.8% constant currency); DTC C$126.6M (+21.8%) with +10.2% comps
  • Gross margin 62.4% vs 61.3% prior year; operating loss C$17.6M on C$187.7M SG&A (+15.5%)
  • Net loss C$15.2M (C$0.16/share); adjusted net loss C$13.3M (C$0.14/share)
  • Wholesale revenue C$135.9M (-1.0%); inventory C$460.7M (-3% YoY); net debt C$707.1M
  • Opened 1 new store (77 total); renewed NCIB for up to 4.6M subordinate voting shares

Headline financials

Total Revenue

C$273M

No prior period
EPS (adj)

-C$0.14

No prior period
Gross Margin

62.4%

No prior period
Permanent store count

77

No prior period
DTC Comparable Sales Growth

10.2%

No prior period
Net Income

-C$15.2M

No prior period
Operating Income

-C$17.6M

No prior period
Gross Profit

C$170M

No prior period

Revenue & EPS history

Canada Goose · Revenue · Quarterly

C$273M

Q2 2026
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

Canada Goose · C$273M total across 3 segments · Q2 2026

  • Wholesale
    C$136M
  • Direct-to-Consumer
    C$127M
  • Other
    C$10.1M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

-1.7%

Avg return

Earnings day

-1.2%

Avg return

5 days after

-2.4%

Avg return

30 days after

35%

12 / 34 earnings

Positive

+41.2%

Q4 2018

Best reaction

-27.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-7.4%-12.7%-5.4%
Q3 2026-19.4%-9.5%-15.4%
Q2 2026-13.7%-7.6%-5.4%
Q3 2025-7.9%-6.7%-9.4%
Q1 2025-7.0%-8.1%+1.0%
Q4 2024+16.4%+22.5%+14.6%
Q3 2024+3.8%+1.5%+14.8%
Q2 2024-7.5%-8.9%+5.7%
Q1 2024-2.5%-4.7%-5.1%
Q4 2023-16.8%-19.1%-16.2%
Q3 2023-13.2%-13.4%-21.3%
Q2 2023-6.7%+0.2%+16.8%
Q1 2023+4.8%+0.0%-11.9%
Q4 2022+6.8%-2.9%-3.2%
Q3 2022-21.6%-13.8%-34.4%
Q2 2022+22.1%+18.4%-9.6%
Q1 2022-15.2%-18.7%-10.8%
Q4 2021-7.9%-7.0%-0.1%
Q3 2021+23.5%+19.1%+28.1%
Q2 2021-2.2%+6.5%-2.5%
Q1 2021-6.4%-4.1%+1.5%
Q4 2020+14.2%+22.5%+6.9%
Q3 2020-8.4%-2.8%-25.0%
Q2 2020-8.5%-9.8%-0.5%
Q1 2020-11.6%-10.4%+0.8%
Q4 2019-27.7%-30.5%-21.0%
Q3 2019-15.3%-8.5%-13.7%
Q2 2019+16.5%+14.6%-11.0%
Q1 2019-1.5%-7.8%-0.0%
Q4 2018+41.2%+39.6%+31.5%
Q3 2018-20.1%-13.0%-14.8%
Q2 2018+19.7%+12.0%+29.1%
Q1 2018+0.2%-0.5%-0.6%
Q4 2017+20.3%+22.7%+5.6%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2015
Q2 2015
Q1 2015
Q4 2014

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